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Home > Institutional Investor > Oak Associates Ltd > Profile

Instuitional Investor - Oak Associates Ltd

Fund Profile
Filing Period:
Fund Name: Oak Associates Ltd
Portfolio Value $1,449,903,411
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 571,118 $125,297,578 8.64%
2.
Alphabet Inc.
 GOOGL 560,243 $106,692,765 7.35%
3.
Meta Platforms Inc.
 META 135,453 $79,309,323 5.46%
4.
Cisco Systems Inc.
 CSCO 998,030 $59,083,405 4.07%
5.
Microsoft Corp
 MSFT 138,896 $58,544,664 4.03%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)